Julia Chu is a Director in the Wealth Planning Group within the Private Banking North America business of Credit Suisse Securities (USA) LLC (CSSU), based in New York. She is a wealth strategist and Head of Philanthropy for Private Banking North America. Julia leads Philanthropic Services in three areas: first, through the optimal customized combination of charitable vehicles for each client as, second, by conveying best practices and thought leadership to maximize philanthropic impact, and third, by conveying a philanthropic legacy that spans multiple generations. She previously served at the National Endowment for the Arts Literature Program, and in the Foundation Relations and Planned Giving offices of the New York University School of Law and the Fashion Institute of Technology. During this time, Ms. Chu authored the gift acceptance policy, and guided the institutions on matters related to its tax-exempt status. In addition, she secured the anchor grant for an international educational center. Julia serves as Guest Lecturer in the field of tax law at NYUs George H. Heyman, Jr., Center for Philanthropy and Fundraising (Ethics, Law and Board Governance in Philanthropic Organizations). In addition, as an advisor to the non-profit organization Echoing Green, Julia has evaluated social entrepreneurship applications for its fellowship program. She serves on the audit and development committees of the Brooklyn Arts Council board of directors. Ms. Chu received her B.A. from Cornell University, an LL.M. in Taxation from NYU School of Law, and a J.D. from Boston University.